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Fang Echo Huang

Investment adviser representative at Echo Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$288.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Cerity Partners LLCOct 2026 to now
  2. Echo Wealth Management, LLCMar 2015 to now

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001
  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Echo Wealth Management, LLC

$288.2MAssets managed
144Clients
4Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2979581
Firm CRD
174136
Advisor's SEC record (opens in a new tab)
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